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Adams Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Adams Wealth Management’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,823
Closed -$395K – 104
2023
Q3 		$395K Buy
3,823
+673
+21% +$72.2K 0.13% 75
2023
Q2 		$336K Sell
3,150
-150
-5% -$15.1K 0.1% 83
2023
Q1 		$321K Buy
3,300
+993
+43% +$93.4K 0.1% 88
2022
Q4 		$208K Buy
+2,307
New +$209K 0.07% 88

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

Adams Wealth Management's IWL Position: Q4 2023 in Review

Adams Wealth Management sold out of iShares Russell Top 200 ETF (IWL) in Q4 2023, closing a stake of 3,823 shares — an estimated $395K sold.

Adams Wealth Management first reported a position in IWL in Q4 2022 and held it in 4 quarters. The position peaked at $395K in Q3 2023. 142 funds tracked by Wall St. Rank hold IWL as of Q4 2023.

  • Adams Wealth Management reported no remaining iShares Russell Top 200 ETF position as of Q4 2023 after selling out during the quarter.
  • Adams Wealth Management sold 3,823 iShares Russell Top 200 ETF shares in Q4 2023, an estimated $395K.
  • Adams Wealth Management first reported a position in iShares Russell Top 200 ETF in Q4 2022 and held it in 4 quarters.
  • Adams Wealth Management's iShares Russell Top 200 ETF position peaked at $395K in Q3 2023.
  • 142 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2023.

Based on Adams Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.